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Quarterly Fintech Tax Update: Key state and federal developments

CPE 1.0

Webcast

Webcast overview

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Join KPMG tax professionals for a Fintech TaxWatch webcast exploring the latest tax developments impacting fintech companies and digital financial services businesses. As the regulatory environment grows increasingly complex, fintech organizations face heightened scrutiny alongside more demanding reporting and filing requirements. 

On the agenda:

  • Indirect tax developments and considerations
  • Sales tax updates
  • Tax controversy and current IRS audit trends
  • Compliance reminders (Section 174 and filing readiness) 

This session offers practical guidance to help your organization navigate key state and federal developments, stay ahead of current IRS audit trends, and critical action items ahead of year-end and upcoming compliance deadlines.

Continuing education

There will be one continuing professional education (CPE) credit available to participants who participate in the live webcast and meet the eligibility requirements. The webcast will last approximately one hour.

After registering for this event, you will receive webcast log‑in instructions.

CPE credit is not available for viewing webcast replay.

Meet our webcast team

Image of Anita Goebel
Anita Goebel
Partner, Tax, BTS Strategic Corporate, KPMG US
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Image of Andrew Roberson
Andrew Roberson
Principal, Washington National Tax, KPMG US
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Image of Kathleen A. Agbayani
Kathleen A. Agbayani
Managing Director, Washington National Tax, KPMG US
Read bio
Image of Jeffrey M Cook
Jeffrey M Cook
Managing Director, Tax, KPMG US
Read bio
Image of Tyler Tellesbo
Tyler Tellesbo
Managing Director, BTS Strategic Corporate, KPMG US
Read bio
Image of Catherine Lake
Catherine Lake
Senior Manager, State and Local Tax, KPMG US
Read bio
Image of Andrew Roberson
Andrew Roberson
Principal, Washington National Tax, KPMG US
Read bio
Image of Kathleen A. Agbayani
Kathleen A. Agbayani
Managing Director, Washington National Tax, KPMG US
Read bio
Image of Jeffrey M Cook
Jeffrey M Cook
Managing Director, Tax, KPMG US
Read bio
Image of Tyler Tellesbo
Tyler Tellesbo
Managing Director, BTS Strategic Corporate, KPMG US
Read bio
Image of Catherine Lake
Catherine Lake
Senior Manager, State and Local Tax, KPMG US
Read bio

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Some or all of the services described herein may not be permissible for KPMG audit clients and their affiliates or related entities.

The information contained herein is of a general nature and is not intended to address the circumstances of any particular individual or entity. Although we endeavor to provide accurate and timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future. No one should act upon such information without appropriate professional advice after a thorough examination of the particular situation. KPMG LLP does not provide legal services.

The information contained herein is not intended to be “written advice concerning one or more Federal tax matters” subject to the requirements of section 10.37(a)(2) of Treasury Department Circular 230.

© 2026 KPMG LLP, a Delaware limited liability partnership, and its subsidiaries are part of the KPMG global organization of independent member firms affiliated with KPMG International Limited, a private English company limited by guarantee. All rights reserved.

For more detail about the structure of the KPMG global organization please visit https://home.kpmg/governance.

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